Team

Objective

Manage the people in your workspace: invite teammates, assign roles that control what each person can do, deactivate access when someone leaves, and see invitations that have not been accepted yet. This area is labeled Members in the app.

Access

Sidebar -> Admin -> Members Path: /app/{tenant}/team

The Members entry appears in the sidebar only for the owner and admin roles. Agents and viewers do not see this page.

Roles

Only owner and admin can open this page and manage members (invite, change roles, activate/deactivate). Everyone counts toward your plan's member limit.

Prerequisites

• You are signed in as owner or admin.
• Your email is verified (unverified accounts are prompted to verify before inviting).
• Your subscription is active (a restricted or suspended subscription blocks inviting).
• Your plan has an available member seat. Single-seat plans reach the limit with just the owner, so adding teammates requires a plan with more seats.

Members list

The main table lists every person in your workspace, active or inactive.

Invite a member

1. Press Invite Team Member (top right).
2. Fill in Email Address and select a Role.
3. Press Send Invitation.

A pending invitation is recorded and shown under Pending Invitations. Invitations are valid for 7 days. When the person accepts, they set their name and password, and their account is created in your workspace with the role you assigned.

Fields:

The role selector shows a short description of what each option can do:

• Admin - Full access — Can manage team, settings, and all resources.
• Agent - Manage agents and conversations — Can create and manage AI agents and conversations.
• Viewer - Read-only access — Can view data but cannot make changes.

Change a member's role

1. In the members table, open the Actions menu (three-dots icon).
2. Under Change Role, select Admin, Agent, or Viewer.
3. Confirm in the Change user role dialog by pressing Update role.

The member's current role is disabled in the menu. The new permissions apply immediately.

Activate / deactivate a member

1. In the members table, open the Actions menu.
2. Press Deactivate User or Activate User.
3. Confirm in the dialog.

A deactivated member loses access immediately. Reactivating a member is blocked if it would exceed your plan's active-member limit.

Pending invitations

Invitations that have not been accepted appear in the Pending Invitations table (owner/admin only, shown when at least one invitation is pending).

Good practices

• Give each person the lowest role that lets them do their job. Use Viewer for read-only access.
• Keep only the people who need it as Admin; admins can manage the team and all settings.
• Deactivate members who no longer need access instead of leaving active seats unused.
• Track your member count against your plan so invitations do not get blocked at the limit.

Common notes

• You cannot modify your own account from this page. Your row shows You (cannot modify) instead of an actions menu.
• The owner role is fixed: it cannot be reassigned or deactivated, and the owner's row shows an Owner label instead of a menu.
• Invitations expire after 7 days. If one expires before it is accepted, invite the person again.
• New invitations and active members both count toward your plan's seat limit.

Common errors

Related

• Settings (General)
• Billing and Usage